海外研报

JPM_Telecom_Argentina_Fe_2024-09-25

Earlier today, Telecom Argentina held an Investor Day in New York, which we

MS - Meta Platforms - META Advances its Hardware and Software AI

We highlight 3 key advancements across META's hardware and

MS_China Equity Strategy - Stock Market Support Actions Announced;

Surprise market support measures by the PBOC should help

MS_September 25

Riksbank cuts by 25bp; USTs cheapen led by the belly; long-end

GS--Natural Gas_ Front-loaded production to back-load $4 Henry Hub

US gas markets continue to approach the turning point where gas prices will, in

NY Open - Adrenaline rush

NOT A PRODUCT OF CITI RESEARCH – THIS IS MARKET COMMENTARY INTENDED FOR

SNB — Delivers a 25bp Cut and Adopts Easing Bias

BOTTOM LINE: The Swiss National Bank (SNB) cut the policy rate by 25bp to 1.0%

SocGen - Forex Trade Idea - EURGBP looks set to bounce - cheap option trades

SocGen - Forex Trade Idea - EURGBP looks set to bounce - cheap option trades

GS--Strategy Espresso_ Q&A on rising recession risk for European equities

We have received questions about the weak PMI data combined with a cautious

The China Rally Continues - Politburo, Fiscal & Monetary, Flows & Positioning

Following Tuesday’s presser(see my previous notes for more details) which sent